特斯拉在电动汽车利润竞赛中的惊人优势

Electricity is the buzzword as Detroit’s car manufacturers gear up for crucial talks with the United Auto Workers (UAW) about their shift towards electric vehicles (EVs). An influential figure in this process is none other than Elon Musk and his company, 特斯拉. Their state-of-the-art EV factories are a benchmark for efficiency and profitability, just like Toyota set the bar with its lean production system for the last 30 years.

Looking at the numbers, a Reuters study shows Tesla pulling ahead of traditional giants like General Motors and Ford in terms of operating profit per vehicle – beating them by $2,800 and $3,970 respectively. Interestingly, it was Stellantis’s North American unit, which focuses on combustion pickup trucks and Jeep SUVs, that outshone them all with an operating profit per vehicle of $8,365 last year.

The transition to EVs isn’t all smooth sailing for the traditional automakers. As they’re pushing for new contracts with the UAW to remain competitive, they’re struggling to turn a profit with EVs. Carlos Tavares, the CEO of Stellantis, warned about the potential cost to consumers, saying a quick switch to EVs could be “beyond the limits” of what they can afford.

The part Tesla plays now is similar to that of Japanese and German automakers in the 80s, according to Harley Shaiken, a labor professor at UC Berkeley. Unlike the ‘Detroit Three’, Tesla’s workforce is not unionized, a situation Musk is keen to maintain. This difference gives Tesla a cost advantage. While a UAW-represented automaker worker earns $64 to $67 per hour, a Tesla worker earns about $45. It equates to a saving of roughly $660 per vehicle for Tesla, assuming it takes about 30 hours to assemble a car.

Tesla’s cost advantage extends beyond labor. Innovative production techniques like “giga-castings” and “unboxed assembly” reduce production costs and save time. Additionally, Tesla does not share profits with dealers, saving around $2,000 per vehicle in distribution costs, as mentioned by Ford CEO Jim Farley.

Tesla’s second quarter saw the company garner between $150 million and $250 million in U.S. battery production subsidies and a similar amount saved on lithium and battery materials costs. With all these benefits, Tesla’s Q2 profit per vehicle was bumped up by $625 to $1,000.

In conclusion, as Detroit’s automakers head into their negotiations with the UAW, Tesla’s advantage in labor and production costs, as well as operational efficiency, casts a significant shadow. They present a challenging benchmark that Detroit’s automakers will have to reckon with in their push towards electrification.


了解 EVXL.co 的更多信息

订阅后即可通过电子邮件收到最新文章。

Copyright © EVXL.co 2025. All rights reserved. The content, images, and intellectual property on this website are protected by copyright law. Reproduction or distribution of any material without prior written permission from EVXL.co is strictly prohibited. For permissions and inquiries, please 联系我们 first. Also, be sure to check out EVXL's sister site, DroneXL.co, for all the latest news on drones and the drone industry.

FTC: EVXL.co is an Amazon Associate and uses affiliate links that can generate income from qualifying purchases. We do not sell, share, rent out, or spam your email.

Haye Kesteloo
Haye Kesteloo

Haye Kesteloo 是以下网站的创始人和主编 EVXL.co他在该网站报道所有与电动汽车相关的新闻,涉及的品牌包括特斯拉、福特、通用、宝马、日产等。他在无人机新闻网站 DroneXL.co.您可以通过以下方式联系 Haye:haye @ evxl.co 或 @hayekesteloo.

文章: 1362

发表回复